Last 12 months
Inside the activity.
0 purchase rows · 20 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 5 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 2 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 1 |
| Apr 2026 | 0 | 1 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 6 |
| Jul 2026 | 0 | 1 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 3 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 15, 2023 Filed Mar 17, 2023 22:49 UTC |
RILEY KEVIN PDirector · President & CEO
|
Tax withholdingClass A Common Stock | 2,972 | $31.39 | $93,291.08 |
DisclosureSEC source: 0000860413-23-000066 · wf-form4_167909332265846.xml · nonDerivative · entry 5 RILEY KEVIN P · CIK 0001408733 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,167 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 22:49 UTC |
RILEY KEVIN PDirector · President & CEO
|
GrantClass A Common Stock | 6,553 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-23-000066 · wf-form4_167909332265846.xml · nonDerivative · entry 4 RILEY KEVIN P · CIK 0001408733 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,139 F2 · shares: Shares awarded in conjunction with a Performance Share Agreement in connection to Restricted Stock Award Plan that vested upon the satisfaction of performance criteria other than the price of the issuer's stock. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 22:49 UTC |
RILEY KEVIN PDirector · President & CEO
|
Tax withholdingClass A Common Stock | 2,890 | $31.39 | $90,717.10 |
DisclosureSEC source: 0000860413-23-000066 · wf-form4_167909332265846.xml · nonDerivative · entry 3 RILEY KEVIN P · CIK 0001408733 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,586 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 22:49 UTC |
RILEY KEVIN PDirector · President & CEO
|
Tax withholdingClass A Common Stock | 1,400 | $31.39 | $43,946.00 |
DisclosureSEC source: 0000860413-23-000066 · wf-form4_167909332265846.xml · nonDerivative · entry 2 RILEY KEVIN P · CIK 0001408733 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,476 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 22:49 UTC |
RILEY KEVIN PDirector · President & CEO
|
Tax withholdingClass A Common Stock | 354 | $31.39 | $11,112.06 |
DisclosureSEC source: 0000860413-23-000066 · wf-form4_167909332265846.xml · nonDerivative · entry 1 RILEY KEVIN P · CIK 0001408733 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,876 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:29 UTC |
Asker Lorrie FChief Banking Officer
|
Tax withholdingClass A Common Stock | 218 | $31.39 | $6,843.02 |
DisclosureSEC source: 0000860413-23-000064 · wf-form4_167908856601816.xml · nonDerivative · entry 5 Asker Lorrie · CIK 0001965779 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,589 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:29 UTC |
Asker Lorrie FChief Banking Officer
|
GrantClass A Common Stock | 718 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-23-000064 · wf-form4_167908856601816.xml · nonDerivative · entry 4 Asker Lorrie · CIK 0001965779 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,807 F3 · shares: Shares awarded in conjunction with a Performance Share Agreement in connection to Restricted Stock Award Plan that vested upon the satisfaction of performance criteria other than the price of the issuer's stock. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:29 UTC |
Asker Lorrie FChief Banking Officer
|
GrantClass A Common Stock | 1,058 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-23-000064 · wf-form4_167908856601816.xml · nonDerivative · entry 3 Asker Lorrie · CIK 0001965779 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,089 F2 · shares: Shares issued for no consideration pursuant to Registrant's Equity Incentive Plan, and vesting in two years following the year in which the grant is made. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:29 UTC |
Asker Lorrie FChief Banking Officer
|
Tax withholdingClass A Common Stock | 130 | $31.39 | $4,080.70 |
DisclosureSEC source: 0000860413-23-000064 · wf-form4_167908856601816.xml · nonDerivative · entry 2 Asker Lorrie · CIK 0001965779 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,031 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:29 UTC |
Asker Lorrie FChief Banking Officer
|
Tax withholdingClass A Common Stock | 97 | $31.39 | $3,044.83 |
DisclosureSEC source: 0000860413-23-000064 · wf-form4_167908856601816.xml · nonDerivative · entry 1 Asker Lorrie · CIK 0001965779 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,161 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:25 UTC |
Robbins KristinaSVP, Chief Operations Officer
|
Tax withholdingClass A Common Stock | 273 | $31.39 | $8,569.47 |
DisclosureSEC source: 0000860413-23-000062 · wf-form4_167908830329588.xml · nonDerivative · entry 5 Robbins Kristina · CIK 0001930719 · SVP, Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,870 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:25 UTC |
Robbins KristinaSVP, Chief Operations Officer
|
GrantClass A Common Stock | 897 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-23-000062 · wf-form4_167908830329588.xml · nonDerivative · entry 4 Robbins Kristina · CIK 0001930719 · SVP, Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,143 F3 · shares: Shares awarded in conjunction with a Performance Share Agreement in connection to Restricted Stock Award Plan that vested upon the satisfaction of performance criteria other than the price of the issuer's stock. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:25 UTC |
Robbins KristinaSVP, Chief Operations Officer
|
GrantClass A Common Stock | 1,322 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-23-000062 · wf-form4_167908830329588.xml · nonDerivative · entry 3 Robbins Kristina · CIK 0001930719 · SVP, Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,246 F2 · shares: Shares issued for no consideration pursuant to the Registrant's Equity Incentive Plan vesting in two years following the year in which the grant is made. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:25 UTC |
Robbins KristinaSVP, Chief Operations Officer
|
Tax withholdingClass A Common Stock | 156 | $31.39 | $4,896.84 |
DisclosureSEC source: 0000860413-23-000062 · wf-form4_167908830329588.xml · nonDerivative · entry 2 Robbins Kristina · CIK 0001930719 · SVP, Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,924 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:25 UTC |
Robbins KristinaSVP, Chief Operations Officer
|
Tax withholdingClass A Common Stock | 100 | $31.39 | $3,139.00 |
DisclosureSEC source: 0000860413-23-000062 · wf-form4_167908830329588.xml · nonDerivative · entry 1 Robbins Kristina · CIK 0001930719 · SVP, Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,080 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:17 UTC |
Jensen Kirk DGeneral Counsel
|
Tax withholdingClass A Common Stock | 371 | $31.39 | $11,645.69 |
DisclosureSEC source: 0000860413-23-000060 · wf-form4_167908781457322.xml · nonDerivative · entry 5 Jensen Kirk D · CIK 0001697127 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,572 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:17 UTC |
Jensen Kirk DGeneral Counsel
|
GrantClass A Common Stock | 1,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-23-000060 · wf-form4_167908781457322.xml · nonDerivative · entry 4 Jensen Kirk D · CIK 0001697127 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,943 F3 · shares: Shares awarded in conjunction with a Performance Share Agreement in connection to Restricted Stock Award Plan that vested upon the satisfaction of performance criteria other than the price of the issuer's stock. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:17 UTC |
Jensen Kirk DGeneral Counsel
|
GrantClass A Common Stock | 1,798 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-23-000060 · wf-form4_167908781457322.xml · nonDerivative · entry 3 Jensen Kirk D · CIK 0001697127 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,723 F2 · shares: Shares were issued for no consideration pursuant to the Registrant's Equity Incentive Plan vesting in two years following the year in which the grant is made. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:17 UTC |
Jensen Kirk DGeneral Counsel
|
Tax withholdingClass A Common Stock | 238 | $31.39 | $7,470.82 |
DisclosureSEC source: 0000860413-23-000060 · wf-form4_167908781457322.xml · nonDerivative · entry 2 Jensen Kirk D · CIK 0001697127 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,925 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:17 UTC |
Jensen Kirk DGeneral Counsel
|
Tax withholdingClass A Common Stock | 139 | $31.39 | $4,363.21 |
DisclosureSEC source: 0000860413-23-000060 · wf-form4_167908781457322.xml · nonDerivative · entry 1 Jensen Kirk D · CIK 0001697127 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,163 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 20:55 UTC |
KNIERIEM KARLYN MEVP, Chief Risk Officer
|
Tax withholdingClass A Common Stock | 210 | $31.39 | $6,591.90 |
DisclosureSEC source: 0000860413-23-000058 · wf-form4_167908649656825.xml · nonDerivative · entry 1 KNIERIEM KARLYN M · CIK 0001741432 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,755 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 20:51 UTC |
ERKONEN SCOTT EDWARDEVP, Chief Information Officer
|
Tax withholdingClass A Common Stock | 135 | $31.39 | $4,237.65 |
DisclosureSEC source: 0000860413-23-000056 · wf-form4_167908627161179.xml · nonDerivative · entry 1 ERKONEN SCOTT EDWARD · CIK 0001732894 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,715 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 20:48 UTC |
Mutch Marcy DExec. Vice Pres. & CFO
|
GrantClass A Common Stock | 3,766 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-23-000054 · wf-form4_167908607996076.xml · nonDerivative · entry 2 Mutch Marcy D · CIK 0001653911 · Exec. Vice Pres. & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,877 F2 · shares: Shares issued for no consideration pursuant to the Registrant's Equity Incentive Plan, vesting in two years following the year in which the grant is made. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 20:48 UTC |
Mutch Marcy DExec. Vice Pres. & CFO
|
GrantClass A Common Stock | 2,556 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-23-000054 · wf-form4_167908607996076.xml · nonDerivative · entry 1 Mutch Marcy D · CIK 0001653911 · Exec. Vice Pres. & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,111 F1 · shares: Shares awarded in conjunction with a Performance Share Agreement in connection to Restricted Stock Award Plan that vested upon the satisfaction of performance criteria other than the price of the issuer's stock. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 21:28 UTC |
Scott Jonathan RDirector · 10% owner
IXL Ltd Liability Co10% owner
Harper Grace Scott Trust10% owner
Harrison William Scott Trust10% owner
Holland Elizabeth Scott Trust10% owner
|
GiftClass A Common Stock | 44,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-23-000050 · wf-form4_167891566646583.xml · nonDerivative · entry 2 Scott Jonathan R · CIK 0001361935 · Director · 10% owner Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 · CIK 0001908962 · 10% owner IXL Ltd Liability Co · CIK 0001909090 · 10% owner Harper Grace Scott Trust · CIK 0001908895 · 10% owner Harrison William Scott Trust · CIK 0001908873 · 10% owner Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,007,170 F1 · shares: Shares acquired by Harrison William Scott Trust (14,889), by Harper Grace Scott Trust (14,889), and by Holland Elizabeth Scott Trust (14,889), as a bona fide gift. F2 · balance_after: Composed of 519,381 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 76,037 shares held of record by Holland Elizabeth Scott Trust, 76,037 shares held of record by Harper Grace Scott Trust, 76,037 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse. F2 · ownership.nature: Composed of 519,381 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 76,037 shares held of record by Holland Elizabeth Scott Trust, 76,037 shares held of record by Harper Grace Scott Trust, 76,037 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse. F3 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with Jonathan R. Scott with the indication of direct or indirect ownership in Table I and Table II being made from Jonathan R. Scott's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 16:13 UTC |
SCOTT JULIE ADirector · 10% owner
IXL Ltd Liability Co10% owner
Juliana Sarah Scott Rose Trust10% owner
Elizabeth Lauren Scott Rose Trust10% owner
Harper Grace Scott Trust10% owner
Harrison William Scott Trust10% owner
Holland Elizabeth Scott Trust10% owner
|
GiftClass A Common Stock | 89,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-23-007694 · ownership.xml · nonDerivative · entry 2 SCOTT JULIE A · CIK 0001234619 · Director · 10% owner Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 · CIK 0001908851 · 10% owner IXL Ltd Liability Co · CIK 0001909090 · 10% owner Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 10% owner Harper Grace Scott Trust · CIK 0001908895 · 10% owner Harrison William Scott Trust · CIK 0001908873 · 10% owner Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Joan D Scott Trust Dtd 10/16/12 · CIK 0001908853 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,517,349 F1 · shares: Composed of 89,333 shares disposed of by the Exempt Thomas W. Scott Marital Trust 2 to the Juliana Sarah Scott Rose Trust (22,333), to Elizabeth Lauren Scott Rose Trust (22,333), to Holland Elizabeth Scott Trust (14,889), to Harper Grace Scott Trust (14,889), and to the Harrison William Scott Trust (14,889) as a Bonafide gift. F2 · balance_after: Composed of 399,143 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 76,037 shares held of record by Holland Elizabeth Scott Trust, 76,037 shares held of record by Harper Grace Scott Trust, 76,037 shares held of record by Harrison William Scott Trust 1,381,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 144,064 shares held of record by Juliana Sarah Scott Rose Trust, 144,064 shares held of record by Elizabeth Lauren Scott Rose Trust, 2 shares held of record by the Exempt Thomas W Scott Marital Trust 2. F2 · ownership.nature: Composed of 399,143 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 76,037 shares held of record by Holland Elizabeth Scott Trust, 76,037 shares held of record by Harper Grace Scott Trust, 76,037 shares held of record by Harrison William Scott Trust 1,381,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 144,064 shares held of record by Juliana Sarah Scott Rose Trust, 144,064 shares held of record by Elizabeth Lauren Scott Rose Trust, 2 shares held of record by the Exempt Thomas W Scott Marital Trust 2. F3 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with Julie Scott Rose with the indication of direct or indirect ownership in Table I and Table II being made from Julie Scott Rose's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 16:13 UTC |
SCOTT JULIE ADirector · 10% owner
IXL Ltd Liability Co10% owner
Juliana Sarah Scott Rose Trust10% owner
Elizabeth Lauren Scott Rose Trust10% owner
Harper Grace Scott Trust10% owner
Harrison William Scott Trust10% owner
Holland Elizabeth Scott Trust10% owner
|
GiftClass A Common Stock | 89,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-23-007694 · ownership.xml · nonDerivative · entry 1 SCOTT JULIE A · CIK 0001234619 · Director · 10% owner Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 · CIK 0001908851 · 10% owner IXL Ltd Liability Co · CIK 0001909090 · 10% owner Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 10% owner Harper Grace Scott Trust · CIK 0001908895 · 10% owner Harrison William Scott Trust · CIK 0001908873 · 10% owner Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Joan D Scott Trust Dtd 10/16/12 · CIK 0001908853 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,517,349 F1 · shares: Composed of 89,333 shares disposed of by the Exempt Thomas W. Scott Marital Trust 2 to the Juliana Sarah Scott Rose Trust (22,333), to Elizabeth Lauren Scott Rose Trust (22,333), to Holland Elizabeth Scott Trust (14,889), to Harper Grace Scott Trust (14,889), and to the Harrison William Scott Trust (14,889) as a Bonafide gift. F2 · balance_after: Composed of 399,143 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 76,037 shares held of record by Holland Elizabeth Scott Trust, 76,037 shares held of record by Harper Grace Scott Trust, 76,037 shares held of record by Harrison William Scott Trust 1,381,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 144,064 shares held of record by Juliana Sarah Scott Rose Trust, 144,064 shares held of record by Elizabeth Lauren Scott Rose Trust, 2 shares held of record by the Exempt Thomas W Scott Marital Trust 2. F2 · ownership.nature: Composed of 399,143 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 76,037 shares held of record by Holland Elizabeth Scott Trust, 76,037 shares held of record by Harper Grace Scott Trust, 76,037 shares held of record by Harrison William Scott Trust 1,381,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 144,064 shares held of record by Juliana Sarah Scott Rose Trust, 144,064 shares held of record by Elizabeth Lauren Scott Rose Trust, 2 shares held of record by the Exempt Thomas W Scott Marital Trust 2. F3 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with Julie Scott Rose with the indication of direct or indirect ownership in Table I and Table II being made from Julie Scott Rose's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons. Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 17:49 UTC |
SCOTT JULIE ADirector · 10% owner
IXL Ltd Liability Co10% owner
Juliana Sarah Scott Rose Trust10% owner
Elizabeth Lauren Scott Rose Trust10% owner
Harper Grace Scott Trust10% owner
Harrison William Scott Trust10% owner
Holland Elizabeth Scott Trust10% owner
|
SaleClass A Common Stock | 288,000 | $35.63 | $10,261,440.00 |
DisclosureSEC source: 0001493152-23-006371 · ownership.xml · nonDerivative · entry 1 SCOTT JULIE A · CIK 0001234619 · Director · 10% owner Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 · CIK 0001908851 · 10% owner IXL Ltd Liability Co · CIK 0001909090 · 10% owner Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 10% owner Harper Grace Scott Trust · CIK 0001908895 · 10% owner Harrison William Scott Trust · CIK 0001908873 · 10% owner Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Joan D Scott Trust Dtd 10/16/12 · CIK 0001908853 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,517,351 F3 · shares: The 288,000 shares were sold by the Non-Exempt Thomas W. Scott Marital Trust. F1 · ownership.nature: Composed of 399,143 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust 1,381,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 89,335 shares held of record by the Exempt Thomas W. Scott Marital Trust 2, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 121,731 shares held of record by Juliana Sarah Scott Rose Trust, and 121,731 shares held of record by Elizabeth Lauren Scott Rose Trust. F2 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with Julie Scott Rose with the indication of direct or indirect ownership in Table I and Table II being made from Julie Scott Rose's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons. Read SEC document |
| February 28, 2023 Filed May 4, 2023 20:33 UTC Amendment |
SCOTT JULIE A10% owner
IXL Ltd Liability Co10% owner
Juliana Sarah Scott Rose Trust10% owner
Elizabeth Lauren Scott Rose Trust10% owner
Harper Grace Scott Trust10% owner
Harrison William Scott Trust10% owner
Holland Elizabeth Scott Trust10% owner
|
SaleClass A Common Stock | 288,000 | $35.63 | $10,261,440.00 |
DisclosureSEC source: 0001493152-23-015459 · ownership.xml · nonDerivative · entry 1 SCOTT JULIE A · CIK 0001234619 · 10% owner Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 · CIK 0001908851 · 10% owner IXL Ltd Liability Co · CIK 0001909090 · 10% owner Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 10% owner Harper Grace Scott Trust · CIK 0001908895 · 10% owner Harrison William Scott Trust · CIK 0001908873 · 10% owner Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Joan D Scott Trust Dtd 10/16/12 · CIK 0001908853 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 2,517,351 F3 · shares: The 288,000 shares were sold by the Non-Exempt Thomas W. Scott Marital Trust. F1 · ownership.nature: Composed of 399,143 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust 1,381,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 89,335 shares held of record by the Exempt Thomas W. Scott Marital Trust 2, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 121,731 shares held of record by Juliana Sarah Scott Rose Trust, and 121,731 shares held of record by Elizabeth Lauren Scott Rose Trust. F2 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with Julie Scott Rose with the indication of direct or indirect ownership in Table I and Table II being made from Julie Scott Rose's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons. Read SEC document |
| February 22, 2023 Filed Feb 23, 2023 21:28 UTC |
Scott Jonathan RDirector · 10% owner
IXL Ltd Liability Co10% owner
Harper Grace Scott Trust10% owner
Harrison William Scott Trust10% owner
Holland Elizabeth Scott Trust10% owner
|
GiftClass A Common Stock | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-23-000041 · wf-form4_167718769735924.xml · nonDerivative · entry 2 Scott Jonathan R · CIK 0001361935 · Director · 10% owner Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 · CIK 0001908962 · 10% owner IXL Ltd Liability Co · CIK 0001909090 · 10% owner Harper Grace Scott Trust · CIK 0001908895 · 10% owner Harrison William Scott Trust · CIK 0001908873 · 10% owner Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 962,503 F1 · shares: Gift transaction by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04. F2 · balance_after: Composed of 519,381 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse. F2 · ownership.nature: Composed of 519,381 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse. F3 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with Jonathan R. Scott with the indication of direct or indirect ownership in Table I and Table II being made from Jonathan R. Scott's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 21:58 UTC |
RILEY KEVIN PDirector · President & CEO
|
Tax withholdingClass A Common Stock | 1,319 | $37.31 | $49,211.89 |
DisclosureSEC source: 0000860413-23-000037 · wf-form4_167658471699509.xml · nonDerivative · entry 1 RILEY KEVIN P · CIK 0001408733 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,230 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 22:01 UTC |
Robbins KristinaSVP, Chief Operations Officer
|
Tax withholdingClass A Common Stock | 210 | $37.31 | $7,835.10 |
DisclosureSEC source: 0000860413-23-000039 · wf-form4_167658488215349.xml · nonDerivative · entry 1 Robbins Kristina · CIK 0001930719 · SVP, Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,180 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 21:54 UTC |
Mutch Marcy DExec. Vice Pres. & CFO
|
Tax withholdingClass A Common Stock | 597 | $37.31 | $22,274.07 |
DisclosureSEC source: 0000860413-23-000035 · wf-form4_167658446806502.xml · nonDerivative · entry 1 Mutch Marcy D · CIK 0001653911 · Exec. Vice Pres. & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,555 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 21:49 UTC |
Jensen Kirk DGeneral Counsel
|
Tax withholdingClass A Common Stock | 285 | $37.31 | $10,633.35 |
DisclosureSEC source: 0000860413-23-000033 · wf-form4_167658413788190.xml · nonDerivative · entry 1 Jensen Kirk D · CIK 0001697127 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,302 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 21:32 UTC |
ERKONEN SCOTT EDWARDEVP, Chief Information Officer
|
Tax withholdingClass A Common Stock | 266 | $37.31 | $9,924.46 |
DisclosureSEC source: 0000860413-23-000031 · wf-form4_167658311905484.xml · nonDerivative · entry 1 ERKONEN SCOTT EDWARD · CIK 0001732894 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,850 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 21:24 UTC |
KNIERIEM KARLYN MEVP, Chief Risk Officer
|
Tax withholdingClass A Common Stock | 638 | $37.31 | $23,803.78 |
DisclosureSEC source: 0000860413-23-000027 · wf-form4_167658267710978.xml · nonDerivative · entry 1 KNIERIEM KARLYN M · CIK 0001741432 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,965 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 21:29 UTC |
Asker Lorrie FChief Banking Officer
|
Tax withholdingClass A Common Stock | 168 | $37.31 | $6,268.08 |
DisclosureSEC source: 0000860413-23-000029 · wf-form4_167658297723462.xml · nonDerivative · entry 1 Asker Lorrie · CIK 0001965779 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,258 F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 01:01 UTC |
Asker Lorrie FChief Banking Officer
|
GrantClass A Common Stock | 2,743 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-23-000023 · wf-form4_167633649659985.xml · nonDerivative · entry 1 Asker Lorrie · CIK 0001965779 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,426 F1 · shares: Shares were issued for no consideration pursuant to the Registrants 2015 Equity Incentive Plan, and vest in three equal portions on February 10th of the first, second and third years following the year in which the grant is made. Read SEC document |
| February 07, 2023 Filed Feb 7, 2023 22:04 UTC |
BRANNEN JAMESDirector
|
SaleClass A Common Stock | 9,300 | $36.71 | $341,403.00 |
DisclosureSEC source: 0000860413-23-000016 · wf-form4_167580743395746.xml · nonDerivative · entry 1 BRANNEN JAMES · CIK 0001201565 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,385 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.69 to $36.73. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holder of First Interstate BancSystem, Inc., or the staff of the Securities and Exchange Commission, upon, request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. Read SEC document |
| December 08, 2022 Filed Dec 13, 2022 00:25 UTC |
RILEY KEVIN PDirector · President & CEO
|
GiftClass A Common Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000218 · wf-form4_167089113500205.xml · nonDerivative · entry 8 RILEY KEVIN P · CIK 0001408733 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian under UTMA - 6 Disclosed balance after: 250 Read SEC document |
| December 08, 2022 Filed Dec 13, 2022 00:25 UTC |
RILEY KEVIN PDirector · President & CEO
|
GiftClass A Common Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000218 · wf-form4_167089113500205.xml · nonDerivative · entry 7 RILEY KEVIN P · CIK 0001408733 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian under UTMA - 5 Disclosed balance after: 500 Read SEC document |
| December 08, 2022 Filed Dec 13, 2022 00:25 UTC |
RILEY KEVIN PDirector · President & CEO
|
GiftClass A Common Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000218 · wf-form4_167089113500205.xml · nonDerivative · entry 6 RILEY KEVIN P · CIK 0001408733 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian under UTMA - 4 Disclosed balance after: 760 Read SEC document |
| December 08, 2022 Filed Dec 13, 2022 00:25 UTC |
RILEY KEVIN PDirector · President & CEO
|
GiftClass A Common Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000218 · wf-form4_167089113500205.xml · nonDerivative · entry 5 RILEY KEVIN P · CIK 0001408733 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian under UTMA -3 Disclosed balance after: 1,040 Read SEC document |
| December 08, 2022 Filed Dec 13, 2022 00:25 UTC |
RILEY KEVIN PDirector · President & CEO
|
GiftClass A Common Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000218 · wf-form4_167089113500205.xml · nonDerivative · entry 4 RILEY KEVIN P · CIK 0001408733 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian under UTMA -2 Disclosed balance after: 1,040 Read SEC document |
| December 08, 2022 Filed Dec 13, 2022 00:25 UTC |
RILEY KEVIN PDirector · President & CEO
|
GiftClass A Common Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000218 · wf-form4_167089113500205.xml · nonDerivative · entry 3 RILEY KEVIN P · CIK 0001408733 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian under UTMA -1 Disclosed balance after: 1,040 Read SEC document |
| December 08, 2022 Filed Dec 13, 2022 00:25 UTC |
RILEY KEVIN PDirector · President & CEO
|
GiftClass A Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000218 · wf-form4_167089113500205.xml · nonDerivative · entry 2 RILEY KEVIN P · CIK 0001408733 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,549 Read SEC document |
| December 07, 2022 Filed Dec 13, 2022 00:25 UTC |
RILEY KEVIN PDirector · President & CEO
|
SaleClass A Common Stock | 2,500 | $41.46 | $103,637.50 |
DisclosureSEC source: 0000860413-22-000218 · wf-form4_167089113500205.xml · nonDerivative · entry 1 RILEY KEVIN P · CIK 0001408733 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,549 Read SEC document |
| December 07, 2022 Filed Jan 2, 2024 11:37 UTC |
Scott Jeremy10% owner
|
GiftCommon Stock | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-000011 · ownership.xml · nonDerivative · entry 1 Scott Jeremy · CIK 0001803925 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 69,317 F1 · kind: The reporting Person received these shares as a gift from a Family member on 12/7/22. This Transaction was overlooked and not originally disclosed on a form 4 or form 5. Read SEC document |
| December 05, 2022 Filed Dec 8, 2022 00:43 UTC |
SCOTT JAMES RDirector · 10% owner
Foundation for Community Vitality10% owner
J.S. Investments Limited Partnership10% owner
|
GiftClass A Common Stock | 589 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000216 · wf-form4_167046021748509.xml · nonDerivative · entry 3 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner Foundation for Community Vitality · CIK 0001908742 · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 10% owner James F Heyneman Conservatorship, James Scott, Conservator · CIK 0001908854 · 10% owner James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees · CIK 0001908844 · 10% owner James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner James R & Christine M Scott Foundation · CIK 0001909853 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · see footnote Disclosed balance after: 4,396,335 F1 · shares: Shares disposed of by James R. Scott's spouse to Foundation for Community Vitality, and shares acquired by Foundation for Community Vitality from James R. Scott's spouse, as a bona fide gift. F4 · balance_after: Composed of 1,970,956 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 17,764 shares held of record by James R Scott's 401k, 35,240 shares held of record by James R and Christine M Scott Foundation, 1,901,036 shares held of record by JS Investments Limited Partnership, 347,964 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,277 shares held of record by James R. Scott's spouse. F3 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with James R. Scott with the indication of direct or indirect ownership in Tables I and II being made from James R. Scott's perspective unless expressly noted otherwise by footnote. The nature of beneficial ownership is described in detail by footnote for all reporting persons. F4 · ownership.nature: Composed of 1,970,956 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 17,764 shares held of record by James R Scott's 401k, 35,240 shares held of record by James R and Christine M Scott Foundation, 1,901,036 shares held of record by JS Investments Limited Partnership, 347,964 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,277 shares held of record by James R. Scott's spouse. Read SEC document |
| December 05, 2022 Filed Dec 8, 2022 00:43 UTC |
SCOTT JAMES RDirector · 10% owner
Foundation for Community Vitality10% owner
J.S. Investments Limited Partnership10% owner
|
GiftClass A Common Stock | 589 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000216 · wf-form4_167046021748509.xml · nonDerivative · entry 2 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner Foundation for Community Vitality · CIK 0001908742 · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 10% owner James F Heyneman Conservatorship, James Scott, Conservator · CIK 0001908854 · 10% owner James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees · CIK 0001908844 · 10% owner James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner James R & Christine M Scott Foundation · CIK 0001909853 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · see footnote Disclosed balance after: 4,395,746 F1 · shares: Shares disposed of by James R. Scott's spouse to Foundation for Community Vitality, and shares acquired by Foundation for Community Vitality from James R. Scott's spouse, as a bona fide gift. F2 · balance_after: Composed of 1,970,956 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 17,764 shares held of record by James R Scott's 401k, 35,240 shares held of record by James R and Christine M Scott Foundation, 1,901,036 shares held of record by JS Investments Limited Partnership, 346,786 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,277 shares held of record by James R. Scott's spouse. F2 · ownership.nature: Composed of 1,970,956 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 17,764 shares held of record by James R Scott's 401k, 35,240 shares held of record by James R and Christine M Scott Foundation, 1,901,036 shares held of record by JS Investments Limited Partnership, 346,786 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,277 shares held of record by James R. Scott's spouse. F3 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with James R. Scott with the indication of direct or indirect ownership in Tables I and II being made from James R. Scott's perspective unless expressly noted otherwise by footnote. The nature of beneficial ownership is described in detail by footnote for all reporting persons. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.